AgilePoint Email Template

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By clicking on Add Mail Template the standard Envision email configuration window is opened (See Defining an Email Template)

Valid values for the From field are:

  • A single CRM Domain Logon Name (domainname)
  • A single ID of a valid entity: Account, Lead, Contact, Queue or User

Valid values for the To, CC and BCC fields are:

  • A single CRM Domain Logon Name (domainname)
  • A single ID of a valid entity: Account, Lead, Contact, Queue, User or Facility/Equipment
  • A semicolon-separated list of IDs of any valid entity (Account, Lead, Contact, Queue or User)

Disclaimer of warranty

Disclaimer of warranty